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GuardVest Report Card gives investors the answers they need on their portfolio

The debate continues between actively managed investment portfolios and so-called “passive” portfolios which simply attempt to track the market.  But how investors and their advisors blend these various strategies together matters - a lot.  GuardVest give investors a personalized report to show how their portfolio is doing compared to market averages or any benchmark they choose so they can see how their portfolio stacks up.  Here co-founder Steve Scanlon discussed GuardVest with Opening Bell’s Maria Bartiromo.

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GuardVest helps investors evaluate investment advisors before they invest

There are countless options for investors to choose from when seeking investment advice and the rise of the online advisors often referred to as “robo-advisors” has broadened the field even further.  GuardVest helps investors objectively and confidentially compare advisors on key measures - risk, returns and expenses - before making a choice.

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Make sure your financial adviser is worth what you’re paying

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“Most people pay much more than they think for the advice they get,” said Scanlon, a former managing director at Bernstein Global Wealth Management in Dallas. “If you are paying 2 percent to get 5.7 percent [in an investment return], what that really means is that you are paying 35 percent of your return for this advice, which is outrageous.”

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